Patrick is a Certified Financial Planner™ who values freedom, experiences and relationships over material things and status. He is endlessly curious about clients, exploring their goals and values to develop a financial plan that can help them live their best lives.
Since 2002, Patrick has held a variety of roles in the financial services industry, including client service, operations, marketing, training, tools, and financial planning. His experience includes tenures at firms such as MetLife, Edward Jones, Buckingham Strategic Wealth, and Fiduciary Advisors.
Patrick teaches an Introduction to FinTech course at St. Charles Community College, a class which focuses on how to leverage technology to organize finances. Patrick attended Missouri State University where he graduated with a Bachelor of Arts in History and is a Rosary High School alumnus.
Patrick is a dad to sons Jackson and Gavin and serves in multiple ministries at Harvester Christian Church. In his free time, Patrick pursues his passion for the outdoors – specifically fishing, a sport which has led to the launch of a fishing blog, River King Fishing, participation in various outdoor clubs, and writing for Outdoors360.com as creative side project pursuits. Patrick also teaches a course about pursuing non-gamefish species called Rough Fishing Missouri at St. Charles Community College.